“Take charge of your journey, it's yours and yours alone!”

- Kemi Sogunle

Life Just Gets More Interesting

How will you choose to spend the next, great phase of your life? 

A growing number of Americans are kicking traditional definitions of retirement to the curb, choosing to live a more inspired life on their terms. While many plan to continue working and contributing in their current vocations for as long as they’re able, others look forward to starting a new career, pursuing a degree, or using their time and talents volunteering for the causes and organizations they support.

Connections for Life

No matter the direction you choose, you require competent resources and counsel to fully assess your options. Through the professional relationships and networks Planned Financial Services has cultivated over the years, our team members can connect you with experienced people across many disciplines to discuss your interests and how to best approach your goals.

For example, through Entrepreneurs Organization (EO), Planned Financial Services has access to a global fraternity of successful and innovative business owners across many industries who are glad to share their experiences and insights. Planned Financial Services can also connect you with a local charity our firm supports in Cleveland, the Business Volunteers Unlimited Organization, which helps train and place individuals interested in serving on a not-for-profit or board.

Obtain a Clear Vision of the Future You Desire

No matter how you choose to live life in your 50s, 60s, 70s and beyond, Planned Financial Services will continue to monitor and adapt your family’s planning to help ensure your plan remains effective and relevant in pursuing your changing needs. Through our ability to illustrate the potential impacts of your decisions, Planned Financial Services helps you to make informed financial decisions that lead to the path that’s right for you.

Want help? Let's talk.